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Description
Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality.
Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.
Description
Roiva serves as a web-based platform for AI portfolio management tailored for organizations seeking to evaluate and oversee their AI projects. It consolidates various elements such as initiative budgets, operational costs, outcome metrics, approvals, and decisions regarding portfolios into a unified record. Teams have the capability to juxtapose financial returns with available capacity, establish baselines, and implement formulas while integrating business and financial systems for accurate cost and value data collection, all while maintaining source documents and approvals for future review. The platform’s portfolio reporting aids in determining whether to expand, modify, or discontinue initiatives. Additionally, Roiva provides integration options with AI service providers, finance and accounting software, CRM systems, productivity tools, cloud services, and developer resources. Through its Model Context Protocol (MCP) server, AI assistants can access and query portfolio data effectively, and the inclusion of a read API along with BI/data-warehouse exports facilitates robust reporting workflows. Users can start with a complimentary plan, with paid options available based on the volume of AI expenditures being tracked, making it accessible for different organizational needs. This flexibility enhances the platform’s appeal as it caters to a wide range of users.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
HubSpot CRM
Yes
NetSuite
Yes
QuickBooks Online
Yes
Salesforce
Yes
Xero
Yes
Acomba
Yes
Anthropic
No
GitHub
No
Google Cloud BigQuery
No
Jira
No
Integrations
HubSpot CRM
Yes
NetSuite
Yes
QuickBooks Online
Yes
Salesforce
Yes
Xero
Yes
Acomba
No
Anthropic
Yes
GitHub
Yes
Google Cloud BigQuery
Yes
Jira
Yes
Pricing Details
$500/month
Free Trial
No
Free Version
Yes
Pricing Details
$7,500/year
The free plan does not expire and measures up to five initiatives at a time. Paid subscriptions start at $7,500 per year and are priced at 2.25%–5% of tracked AI spend in the published $150,000–$2 million annual spend range. The first two spend bands are also available monthly at 20% more. A separate $5,000 30-Day ROI Readout is credited in full toward the first year.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Finaxis.ai
Founded
2026
Country
Canada
Website
finaxis.ai
Vendor Details
Company Name
Roiva
Founded
2026
Country
United States
Website
roiva.ai
